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FinanceConvert.
IIF CSV

IIF
to CSV.

Read IIF bank transaction fields into CSV with debit, credit and identifier columns. Review the preview before downloading.

Supported files & extraction details

FinanceConvert reads TRNS groups and their SPL details from tab-delimited IIF exports. Each TRNS becomes one transaction; split information is summarized in Memo. This is a transaction extract, not a lossless migration of a company ledger.

How your file is handled
CONVERT A STATEMENT

Free up to 3 pages · $5 per statement after that · no account

PDF · OFX · QFX · QBO · QIF · IIF · CSV

Files are deleted within 24 hours unless you ask us to keep a failed one. Privacy

Extract IIF transaction groups for column mapping

Each TRNS group becomes one CSV transaction. SPL details are summarized in Memo; invoices, customer lists and the full accounting structure are not migrated. Compare the TRNS group count with the preview.

Content checked against the implemented converter on . Scope and editorial method.

Understand IIF source files · Understand CSV output files · How to assess conversion quality

A CONCRETE EXAMPLE

What goes in.
What comes out.

These are synthetic examples, not customer data. Output excerpts illustrate the transaction mapping; download a sample through the converter to try the full workflow.

Synthetic IIF example

!TRNS	DATE	NAME	ACCNT	AMOUNT
TRNS	01/15/2026	Office supplies	Checking	-45.00
ENDTRNS
TRNS	01/16/2026	Client payment	Checking	1200.00
ENDTRNS

Illustrative CSV excerpt

Date,Description,Memo,Debit,Credit,Balance,Amount,Currency,FITID,AccountID,BankID,AccountType
2026-01-15,Office supplies,,45.00,,955.00,-45.00,USD,,,,
2026-01-16,Client payment,,,1200.00,2155.00,1200.00,USD,,,,
FIELD MAPPING

The same transactions.
A different format.

Source fieldOutputHandling
TRNS DATEDate (YYYY-MM-DD)Source dates are validated. Choose a convention when the file is ambiguous.
TRNS NAME / ACCNT and SPL summaryDescription / MemoSupported text is mapped; this does not reconstruct the original accounting structure.
TRNS AMOUNTDebit, Credit and signed AmountDebit/credit direction is retained; amounts are not reconciled automatically.
No running balance in the transaction-group mappingBalance column and validation reportMissing balances stay missing. A balance check does not prove every transaction was extracted.
THREE STEPS

Prepare. Convert. Review.

01

Check the source

Upload an unlocked IIF file up to 10 MB. Choose a date order if it cannot be established from the file. Bank exports are read field by field and downloaded free.

02

Read the preview

Compare the transaction count, date range and totals with your source. Check running-balance warnings. A clean balance check does not prove every row was extracted.

03

Download & validate

Download the CSV output, then inspect its mapping in your destination application. The temporary download expires after first use or 15 minutes. Files are deleted within 24 hours unless you ask us to keep a failed one.

Questions about this conversion

When should I choose another format instead of CSV?

Choose Excel when typed date and amount cells make review easier. Choose an account import format only when the destination explicitly supports it; CSV column mapping is often more flexible.

What should I check before using this export?

Compare row count, first and last dates, debit/credit direction and totals with the source. Review any balance warnings. Test the destination mapping with a copy or test account; a successful export does not prove importer compatibility.

Are my source and result deleted after download?

Not for long. Temporary download links expire after first use or 15 minutes, and the private encrypted copy is deleted within 24 hours. If a conversion fails, you can choose to send the file to our team; we then keep it for 30 days to fix the reader. You can delete your file sooner from the converter.